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401(k) Plans

19,275 topics in this forum

  1. SMM for Amendment to Change Corp Trustee

    By austin3515,
    • 11 replies
    • 1.6k views

  2. Maximum 401k safe harbor plan for 2021

    By Egold,
    • 9 replies
    • 1.2k views

  3. Foreign Owned Companies - control group?

    By 401Kerfuffle,
    • 1 reply
    • 758 views
    • WCC
    • WCC

  4. Multiple-employer defined contribution pension plans to report aggregate account balance information by employer

    By steve45,
    • 1 reply
    • 419 views

  5. Investment In Company's Own Hedge Fund?

    By metsfan026,
    • 1 reply
    • 1k views

  6. Correcting Excess Deferrals

    By steve45,   
    • 6 replies
    • 1.1k views

  7. Unbeknownst SEP-IRA by affiliated service group member

    By J Simmons,
    • 5 replies
    • 3k views

  8. Otherwise Excludable Employees

    By Becky Schwing,
    • 9 replies
    • 2.8k views

  9. 401(k) Safe Harbor and 410(b)(6)(C) Transition Rule in Transactions

    By Benefits Vet,
    • 2 replies
    • 723 views

  10. Union Employees with Non-Union Wages

    By Zoey,
    • 1 reply
    • 714 views
    • Bri
    • Bri

  11. EFTPS Payment

    By metsfan026,
    • 1 reply
    • 420 views

  12. Integrated Formula

    By Mr Bagwell,
    • 3 replies
    • 396 views
    • Bri
    • Bri

  13. can 1099 income contribution be added to S-corp plan?

    By mkaufman,
    • 5 replies
    • 945 views

  14. Eligibility related

    By Jakyasar,
    • 8 replies
    • 1.1k views
    • Bri
    • Bri

  15. 401k auto enroll permissible withdrawals - in ADP test?

    By pmacduff,
    • 1 reply
    • 580 views

  16. Safe harbor match on bonus

    By ratherbereading,
    • 5 replies
    • 645 views

  17. Can Asset Seller Distribute Plan While Becoming ASG Member with Buyer?

    By Plan Doc,
    • 2 replies
    • 685 views

  18. Received a rollover check after a company was sold in an asset sale

    By jsample,
    • 3 replies
    • 656 views
    • JOH
    • JOH

  19. Safe Harbor Match Plan permissible to exclude HCE's and give lesser non Safe Harbor Match

    By hsctpa,
    • 4 replies
    • 1.3k views

  20. Curing excess 402(g) deferral after separation of service?

    By matthny,
    • 7 replies
    • 1.1k views

  21. SAR and Disclosure notices

    By mehmgo,
    • 3 replies
    • 1.1k views

  22. Amendment: Waiver of Eligibility for one specific NHCE participant

    By Ahuntingus,
    • 7 replies
    • 974 views
    • EBP
    • EBP

  23. Withdraw 401k while acquisition

    By Kris Alya,
    • 1 reply
    • 383 views
    • WCC
    • WCC

  24. Elapsed Time instead of Hours for Profit Sharing Allocation Conditions

    By gholtz,   
    • 3 replies
    • 1.1k views

  25. match safe harbor after 12/1?

    By Santo Gold,
    • 3 replies
    • 938 views
    • Bri
    • Bri

  26. Plan Document Restatement - Non Volume Submitter DC

    By metsfan026,
    • 1 reply
    • 393 views

  27. Successor Plans

    By Zimkap,
    • 6 replies
    • 1k views

  28. 402(g) Limits

    By ConnieStorer,
    • 11 replies
    • 1.7k views

  29. 401K Safe Harbor Match with Discretionary PS

    By thepensionmaven,
    • 9 replies
    • 1.5k views

  30. Coverage/Discrimination issues where employer maintained two plans during the year?

    By Chris DeMay,
    • 5 replies
    • 841 views

  31. Are SEP contributions included in 401(a)(4) testing?

    By MrsMacias,
    • 2 replies
    • 739 views

  32. Safe Harbor 401(k) Plan October 1st deadline

    By Ananda,
    • 6 replies
    • 1k views

  33. 404 Deduction

    By steve45,   
    • 2 replies
    • 510 views

  34. Orphan Match / Individual 402g Limit

    By austin3515,
    • 8 replies
    • 1.5k views

  35. Plan Split to Avoid Audit

    By bzorc,
    • 13 replies
    • 1.6k views

  36. 404 Compensation

    By steve45,   
    • 1 reply
    • 619 views
    • Bri
    • Bri

  37. restatement (or secures act amendment) before Plan Merger?

    By mattmc82,
    • 0 replies
    • 333 views

  38. QDIA Notice Template

    By metsfan026,
    • 1 reply
    • 616 views

  39. General Resource

    By JOH,
    • 3 replies
    • 528 views

  40. Adding 3% Safe Harbor--notice needed first time?

    By BG5150,
    • 1 reply
    • 364 views

  41. Auto-IRA Mandate in NY

    By metsfan026,
    • 1 reply
    • 316 views

  42. Patriot Act - Qualified plan - Brokerage Account - Trustee SSN?

    By jmartin,
    • 1 reply
    • 548 views

  43. Qualified Replacement Plan

    By DDB BN,
    • 4 replies
    • 1.4k views

  44. Seeking guidance on 411(d)(6)(E) and 1.411(d)-4 a-2(e)

    By gholtz,   
    • 3 replies
    • 1.4k views

  45. Repaying a 401k Loan with a Rollover

    By DHarris41,
    • 1 reply
    • 779 views

  46. Controlled Group - 2 plans SH options

    By Biz Develop Consultant BJF,
    • 1 reply
    • 660 views

  47. Oddball plan/fiscal year situation

    By Belgarath,
    • 2 replies
    • 409 views

  48. Safe Harbor Notice Requirements

    By metsfan026,
    • 13 replies
    • 2.4k views

  49. ESOP FEE

    By DABU,
    • 1 reply
    • 441 views

  50. How To Handle RMD for Non-Owner who Terminated and was rehired part-time

    By Dawn Marlar,
    • 7 replies
    • 2.5k views
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